Instuitional Investor - Soundview Advisors Inc.
Fund Profile
Filing Period:
Fund Name: | Soundview Advisors Inc. |
Portfolio Value | $271,411 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 106,117 | $60,277 | 22.21% | |
2. | Vanguard Tax-Managed Fds | 651,990 | $37,169 | 13.69% | |
3. | Spdr Series Trust | 980,896 | $29,613 | 10.91% | |
4. | Spdr Series Trust | 274,348 | $27,278 | 10.05% | |
5. | Bondbloxx Etf Trust | 510,955 | $25,721 | 9.48% |